13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCheap mega-capRe-rated
SCHC

SCHWAB INTL SMALL-CAP EQUITY

527 institutions still hold SCHWAB INTL SMALL-CAP EQUITY as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524888·Exchange Traded Fund·527 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.1%
vs prior quarter
13F value held
$1.2B
69.0% inst. owned
of float
Holders
527
-111 QoQ
filers reporting
Activity
+11 / −33
+717 added · −728 reduced
this quarter
Concentration
16.61%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC #1
top holder share
AI Holders Summary · Q1 2026

527 institutions reported SCHC in Q1 2026. TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC leads at 16.6% of the visible book. -111 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$203M4.3M0.78%Q1 202602
Creative Planning
CIK 0001540235
$137M2.9M0.09%Q1 202603
Savant Capital, LLC
CIK 0001482880
$94M2.0M0.45%Q1 202604
BlackRock, Inc.
CIK 0002012383
$86M1.8M0.00%Q1 202605
SageView Advisory Group, LLC
CIK 0001914558
$80M1.8M2.70%Q4 202506
McAdam, LLC
CIK 0001695490
$77M1.6M3.47%Q1 202607
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$73M1.6M0.04%Q1 202608
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$55M1.2M0.03%Q4 202509
STATE STREET CORP
CIK 0000093751
$54M1.2M0.00%Q1 202610
MATHER GROUP, LLC.
CIK 0001527641
$51M1.1M0.51%Q1 202611
Focus Partners Wealth
CIK 0001542153
$47M1.0M0.05%Q4 202512
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$40M857K0.69%Q1 202613
CHOREO, LLC
CIK 0001679031
$38M818K0.47%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$35M759K0.01%Q1 202615
Corient Private Wealth LLC
CIK 0001948780
$30M635K0.04%Q1 202616
Johnson Financial Group, LLC
CIK 0001706327
$28M604K1.88%Q1 202617
Pure Financial Advisors, LLC
CIK 0001571556
$28M604K0.41%Q1 202618
GHP Investment Advisors, Inc.
CIK 0001401561
$22M478K0.92%Q1 202619
Charles Schwab Trust Co
CIK 0001789219
$20M438K1.33%Q1 202620
Vise Technologies, Inc.
CIK 0001812090
$20M431K0.39%Q1 2026
Page 1 of 27
507 more holders available. Log in →